Northpointe's 15min chart sees KDJ Golden Cross, bullish Marubozu candle formation

According to Northpointe's 15-minute chart, a KDJ Golden Cross and Bullish Marubozu pattern was observed on October 15, 2025 at 10:30. This indicates a shift in momentum towards an upward trend, with potential for further price increases. The dominant control of buyers in the market suggests that bullish momentum is likely to persist.

Taipei, Taiwan – October 14, 2025 – Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the global leader in semiconductor foundry services, is expected to announce a blockbuster third quarter for 2025. Analysts anticipate record-breaking revenue and net profit figures, signaling a robust health for the broader tech ecosystem and TSMC's pivotal role in the AI supercycle.

Key Highlights:

- Revenue and Net Profit: Analysts project TSMC's Q3 2025 revenue to fall between $31.8 billion and $33 billion, representing a 38% year-over-year increase at the midpoint. Preliminary sales data confirmed a strong performance, with Q3 revenue reaching NT$989.918 billion ($32.3 billion), exceeding most expectations. Net profit projections are equally impressive, with a consensus forecast of NT$415.4 billion ($13.55 billion), marking a 28% increase from the previous year, according to a FinancialContent article.

- Pricing Power: TSMC's financial strength is driven by its improving pricing power for advanced nodes. The company plans for a 5% to 10% price hike in 2025, primarily in response to rising production costs at its new Arizona facility. Major clients such as Apple (NASDAQ: AAPL), Advanced Micro Devices (NASDAQ: AMD), and Nvidia (NASDAQ: NVDA) are expected to absorb these higher manufacturing costs, the article adds.

- Technological Leadership: TSMC's strong position in 3nm and 5nm manufacturing nodes is central to its revenue surge. These advanced nodes collectively represent 74% of total wafer revenue in Q2 2025. The production ramp-up of 3nm chips, vital for AI and high-performance computing (HPC) devices, is progressing faster than anticipated, the article reports.

Impact on AI and Tech Industry:

TSMC's strong Q3 2025 performance is poised to profoundly impact the artificial intelligence and broader tech industry. Major beneficiaries include leading players in AI and HPC, such as Nvidia, Apple, and AMD. TSMC's technological prowess centralizes the AI hardware ecosystem around a select few dominant players, creating substantial barriers to entry for newer firms or those without significant capital or strategic partnerships, the article notes.

Geopolitical and Market Implications:

TSMC's centrality to the AI landscape highlights significant vulnerabilities and concerns. The extreme supply chain concentration in Taiwan, where over 90% of the world's most advanced chips are manufactured, creates a critical single point of failure. Escalating geopolitical tensions in the Taiwan Strait pose a severe risk, with potential military conflict or economic blockade capable of crippling global AI infrastructure. TSMC is actively trying to mitigate this by diversifying its manufacturing footprint, the article observes.

Conclusion:

TSMC's exceptional Q3 2025 performance is a profound validation of the ongoing AI supercycle and a testament to the transformative power of advanced semiconductor technology. The company's financial health reflects the global AI chip market's explosive growth and positions advanced hardware as a strategic differentiator. As TSMC continues to lead the AI revolution, investors and financial professionals should closely monitor the company's performance and the broader implications for the tech ecosystem.